Capture missed calls, find matters in Clio, and create notes in Clio
Capture missed calls, find matters in Clio, and create notes in Clio
Capture missed calls by creating notes in Clio for existing matters. Use Webhooks by Zapier to trigger when calls are missed, find the relevant matter, and document the call details, ensuring better case management and communication.
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Overview
Capture missed calls by creating notes in Clio for existing matters. Use Webhooks by Zapier to trigger when calls are missed, find the relevant matter, and document the call details, ensuring better case management and communication.